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Going Independent

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  3. Going Independent

Going Independent

Choosing to Go Independent

Go independent, but don’t go it alone. Own your own book, put clients first and set yourself free. Enjoy being an advisor again!

Independence is rooted deep in our DNA. We believe advisors should be under no pressure to steer clients toward specific products or put them into a particular model portfolio or program.  At TLWM, you decide what is most important for your clients, our role is simply to help you serve your clients more effectively and achieve the success you envision.

There are many ways to go independent and create a practice that’s right for you and your clients. Whether you want to strike a better work/life balance; find new ways to provide your clients advice; or work smarter, not harder, there are many affiliation options designed to enable you to build and grow your business your way. Are you ready to build your future?

Download “Building your Future“ Whitepaper

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TLWM CONTACT

  
Phone: 210 541 8600
Email: info@texaslegacywealth.com  
40 N.E. Loop 410, Ste. 644
San Antonio, TX 78216

Securities offered through LPL Financial, Member FINRA & SIPC. Investment Advice offered through Texas Legacy Wealth Management, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, CT, FL, GA, KS, KY, LA, MA, MI, MN, MO, MS, NC, NJ, NM, NY, OK, TX, UT, VA, WA​, WV​.

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